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Biotech / Medical : Sepracor-Looks very promising

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To: Biomaven who wrote (2325)	4/15/1999 3:05:00 PM
From: RCMac	Read Replies (2) of 10280

Reply to SEPR # 2325 >>Losing this [the interference proceeding re Allegra] would have no impact on SEPR's basic strategy - it would just say that in this one case they didn't get there first. Royalties are low and not due for a couple of years anyhow, so the fiscal impact wouldn't be real significant either. << Peter, I'm sure you're correct as to the basic strategy, and accordingly have stepped up and bought a few additional shares at 94 today. However, as to the royalties at stake, my recollection is that not all of SEPR's future Allegra royalties are at risk, since the interference proceeding relates only to the formulation of "straight" Allegra, but not to the increasingly popular formulation in which single-isomer fexofenadine is combined with a decongestant. So, even if the interference is lost, SEPR would still be entitled to royalties for the combined formulation. (My recollection on this point is indistinct -- I have a note to this effect but not a source, although I think I learned this from Rick Harmon's long piece on SEPR about two years ago, of which both the hyperlink and my hard copy are at home while I'm at the office.) Do you have any information on this point? -- Bob

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